THE SMART PLAN Trademark

Trademark Overview

On Tuesday, August 17, 1993, a trademark application was filed for THE SMART PLAN with the United States Patent and Trademark Office. The USPTO has given the THE SMART PLAN trademark a serial number of 74425397. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, March 31, 2016. This trademark is owned by EDELMAN FINANCIAL SERVICES, INC.. The THE SMART PLAN trademark is filed in the Insurance & Financial Services category with the following description:

financial investment for others in the fields of securities, mutual funds and annuities
the smart plan

General Information

Serial Number74425397
Word MarkTHE SMART PLAN
Filing DateTuesday, August 17, 1993
Status800 - REGISTERED AND RENEWED
Status DateThursday, March 31, 2016
Registration Number1949947
Registration DateTuesday, January 23, 1996
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 30, 1994

Trademark Statements

Disclaimer with Predetermined Text"PLAN"
Goods and Servicesfinancial investment for others in the fields of securities, mutual funds and annuities

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes102
Class Status Code6 - Active
Class Status DateWednesday, October 6, 1993
Primary Code036
First Use Anywhere DateFriday, March 31, 1989
First Use In Commerce DateFriday, March 31, 1989

Trademark Owner History

Party NameEDELMAN FINANCIAL ENGINES, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSUNNYVALE, CA 94089
Party NameEDELMAN FINANCIAL SERVICES, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFAIRFAX, VA 22033
Party NameEDELMAN FINANCIAL SERVICES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFAIRFAX, VA 22033
Party NameEDELMAN FINANCIAL SERVICES, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressFairfax, VA 22033
Party NameEDELMAN FINANCIAL SERVICES, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressFairfax, VA 22033
Party NameEDELMAN FINANCIAL SERVICES, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFairfax, VA 22033

Trademark Events

Event DateEvent Description
Monday, April 15, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, April 15, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 13, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, July 25, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, December 13, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, March 31, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, March 31, 2016REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Thursday, March 31, 2016REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, March 31, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, January 22, 2016TEAS SECTION 8 & 9 RECEIVED
Wednesday, January 13, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 7, 2012REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Wednesday, October 3, 2012ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, September 13, 2012PAPER RECEIVED
Monday, August 15, 2011CASE FILE IN TICRS
Thursday, July 14, 2011CASE FILE IN TICRS
Monday, July 11, 2011CASE FILE IN TICRS
Wednesday, October 7, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, September 30, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, August 21, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, August 21, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 1, 2005REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, December 1, 2005REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, December 1, 2005ASSIGNED TO PARALEGAL
Thursday, April 28, 2005REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Thursday, April 28, 2005PAPER RECEIVED
Tuesday, December 4, 2001REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, September 14, 2001REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, January 23, 1996REGISTERED-PRINCIPAL REGISTER
Tuesday, October 4, 1994EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, August 30, 1994PUBLISHED FOR OPPOSITION
Friday, July 29, 1994NOTICE OF PUBLICATION
Monday, May 2, 1994APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, March 18, 1994CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, February 14, 1994NON-FINAL ACTION MAILED
Monday, November 22, 1993ASSIGNED TO EXAMINER

Related Keywords

plan smart mutual funds annuities securities fields investment others financial